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EXL Service

455 hedge funds and large institutions have $7.38B invested in EXL Service in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 169 increasing their positions, 154 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,565% more call options, than puts

Call options by funds: $6.99M | Put options by funds: $420K

127% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 33

10% more funds holding

Funds holding: 415455 (+40)

10% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 154

2% more capital invested

Capital invested by funds: $7.23B → $7.38B (+$150M)

0.39% more ownership

Funds ownership: 95.95%96.34% (+0.39%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
455
Holders Change
+40
Holders Change %
+9.64%
% of All Funds
6.1%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
75
Increased
169
Reduced
154
Closed
33
Calls
$6.99M
Puts
$420K
Net Calls
+$6.57M
Net Calls Change
+$5.38M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
351
CAPTRUST Financial Advisors
North Carolina
$201K -$48.9K -1,016 -19%
SAM
352
Smartleaf Asset Management
Massachusetts
$200K -$83.2K -1,729 -29%
TPCW
353
TD Private Client Wealth
New York
$193K +$31.4K +652 +19%
BTI
354
Blue Trust Inc
Georgia
$173K +$21.3K +442 +14%
GI
355
GAMMA Investing
California
$166K +$28.8K +599 +21%
QL
356
Quarry LP
New York
$160K
CCM
357
Coldstream Capital Management
Washington
$142K +$144K +3,002 New
C
358
Covestor
United Kingdom
$134K +$6.98K +145 +5%
AIM
359
Arcadia Investment Management
Michigan
$130K
UB
360
UMB Bank
Missouri
$130K +$39.7K +826 +43%
IA
361
IFP Advisors
Florida
$128K -$1.59K -33 -1%
UFF
362
USA Financial Formulas
Michigan
$116K +$54.8K +1,139 +86%
VI
363
Vestcor Inc
New Brunswick, Canada
$106K +$108K +2,251 New
SS
364
Sunbelt Securities
Texas
$105K -$144 -3 -0.1%
DZ Bank
365
DZ Bank
Germany
$105K
ETC
366
Exchange Traded Concepts
Oklahoma
$102K +$104K +2,162 New
Fifth Third Bancorp
367
Fifth Third Bancorp
Ohio
$101K +$26.7K +555 +35%
SIC
368
Salem Investment Counselors
North Carolina
$94.4K
FHA
369
First Horizon Advisors
Tennessee
$92.4K -$21.4K -445 -19%
JFGIW
370
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.9K
CIAM
371
Caitong International Asset Management
Hong Kong
$85.1K +$17.8K +369 +26%
HNB
372
Huntington National Bank
Ohio
$80.6K -$27.7K -575 -25%
MAM
373
Morse Asset Management
Connecticut
$79.5K +$27.7K +575 +52%
SIS
374
Strategic Investment Solutions
Illinois
$76.9K +$78.4K +1,629 New
GWM
375
Geneos Wealth Management
Colorado
$75.6K +$55.3K +1,150 +255%

EXLS Hedge Fund Activity: Q1 2025 in Review

455 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in EXL Service (EXLS) for Q1 2025, worth a combined $7.38B — up 2.1% from $7.23B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new EXLS positions and 33 closed out — a net gain of 42 holders — while 169 added to existing stakes and 154 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $93.5M. The largest seller was Koshinski Asset Management, exiting entirely with an estimated $380M sold.

  • 455 institutional investors held EXL Service (EXLS) as of Q1 2025, up from 415 in Q4 2024.
  • Funds reported $7.38B of EXL Service stock for Q1 2025, up 2.1% quarter-over-quarter.
  • 75 funds opened new EXL Service positions in Q1 2025 and 33 closed out, a net change of +42 holders.
  • The largest EXL Service buyer in Q1 2025 was JP Morgan Chase, an estimated $93.5M added.
  • The largest EXL Service seller in Q1 2025 was Koshinski Asset Management, an estimated $380M sold.

Based on aggregated 13F filings for Q1 2025.